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ANNUITY SURRENDER REQUESTOriginal Document Required All noted areas must be completed or processing may be delayed. Please see Page 2 for further instructions and information. POLICY NUMBERINSUREDOWNER
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How to fill out annuity surrender request

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How to fill out annuity surrender request

01
To fill out an annuity surrender request, follow these steps:
02
Obtain the surrender request form from the insurance company or annuity provider.
03
Provide your personal information, including your name, address, and contact details.
04
Fill in the policy or contract number associated with the annuity.
05
Specify the surrender date, which is the date you want the surrender to take effect.
06
Indicate the annuity surrender amount or percentage you wish to withdraw.
07
Choose the payment method for receiving the surrendered funds (e.g., check, direct deposit).
08
If applicable, provide any additional instructions or requests.
09
Sign and date the surrender request form.
10
Submit the completed form to the insurance company or annuity provider through the required channels (e.g., mail, fax, online submission).
11
Keep a copy of the filled-out form for your records.

Who needs annuity surrender request?

01
An annuity surrender request is needed by individuals who hold annuity contracts and wish to surrender or withdraw their funds before the maturity date.
02
Some common scenarios where a person might need to submit an annuity surrender request include:
03
- Needing immediate access to funds for emergency purposes.
04
- Choosing to transfer the annuity to a different provider or investment vehicle.
05
- Deciding to terminate the annuity due to changes in financial plans or investment goals.
06
It is advisable to review the terms and conditions of the annuity contract and consult with a financial advisor before proceeding with an annuity surrender request.
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An annuity surrender request is a formal request made by the policyholder to the insurance company to terminate the annuity contract and receive the accumulated funds.
The policyholder or the authorized individual on behalf of the policyholder is required to file the annuity surrender request.
The annuity surrender request can be typically filled out online through the insurance company's website or by contacting the customer service department.
The purpose of the annuity surrender request is to request the termination of the annuity contract and receive the accumulated funds.
The annuity surrender request typically requires the policyholder to provide personal information, policy details, and instructions on how to receive the funds.
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